Janney Montgomery Scott

Janney Montgomery Scott Portfolio holdings

AUM $42.2B
1-Year Est. Return 18.09%
This Quarter Est. Return
1 Year Est. Return
+18.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$28.7B
AUM Growth
+$4.17B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,782
New
Increased
Reduced
Closed

Top Buys

1
+$949M
2
+$302M
3
+$279M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$166M
5
RTX icon
RTX Corp
RTX
+$129M

Top Sells

1
+$93.8M
2
+$43.4M
3
+$32.9M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$23.7M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$18.4M

Sector Composition

1 Technology 12.19%
2 Healthcare 7.18%
3 Financials 6.98%
4 Industrials 6.34%
5 Consumer Discretionary 4.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1776
$560K ﹤0.01%
5,954
+458
1777
$558K ﹤0.01%
39,494
+2,884
1778
$558K ﹤0.01%
13,658
-635
1779
$558K ﹤0.01%
6,175
+12
1780
$557K ﹤0.01%
+11,714
1781
$555K ﹤0.01%
27,378
-17,760
1782
$552K ﹤0.01%
26,085
+12,302
1783
$552K ﹤0.01%
+15,490
1784
$551K ﹤0.01%
18,524
-563
1785
$551K ﹤0.01%
8,534
+993
1786
$551K ﹤0.01%
+23,000
1787
$551K ﹤0.01%
11,281
-3,358
1788
$550K ﹤0.01%
3,374
+160
1789
$550K ﹤0.01%
11,482
+845
1790
$550K ﹤0.01%
7,945
1791
$550K ﹤0.01%
4,357
-8,934
1792
$549K ﹤0.01%
12,286
+1,260
1793
$549K ﹤0.01%
30,722
+8,440
1794
$548K ﹤0.01%
8,620
-1,530
1795
$548K ﹤0.01%
18,877
+1,015
1796
$547K ﹤0.01%
69,629
-25,019
1797
$544K ﹤0.01%
46,645
+7,944
1798
$544K ﹤0.01%
+3,977
1799
$543K ﹤0.01%
1,842
-1,697
1800
$542K ﹤0.01%
+6,375
70 71
72
73 74